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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,816 | $68,398-68.1% | $94,664-77.0% | $75,173-71.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 80.8%-5.8pp | 67.2%+7.8pp |
| Annual return | 21.65% | 616.72%-595.1pp | 156.84%-135.2pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,860 | $6,537+66.1% | $7,417+46.4% | $4,126+163.2% |
| Admin fee / account holder | $7,069 | $5,324+32.8% | $7,222-2.1% | $5,651+25.1% |